The Leavey School of Business, in partnership with Dalton Education, offers both self study and instructor-led online courses that fulfill the CERTIFIED FINANCIAL PLANNER™ certification education ...

Financial advisors can live and die by the letters following their name on their business card. The professional designations and certifications you hold often say more about you to clients than ...

These include the CFP (certified financial planner), the PFS (personal financial specialist) and the CFA (chartered financial analyst). Planners with these designations at least have a proven ...

CPAs can also be useful to business owners ... In short, a financial planner is an individual who advises clients on their personal finances. The CERTIFIED FINANCIAL PLANNER™ certification ...

The certified ... what areas of financial planning interest them most. "There are so many ways that CFPs can help clients," he says. "It's a lot easier to be successful in this business if you ...